StockDrifts LogoStockDrifts

Sns Financial Group, Llc

Portfolio Manager
SNS Financial Group, LLC
Performance
-1.47% (2026 Q1)
AUM (13F)
$1.16B
# of Holdings
208
Performance Rank
Allocation (Top 20)
79.62%

Sns Financial Group, Llc Holdings Map

Top 50 Sns Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QUAL
ISHARES TR
12.9%780.3K$149.7M
+2.83%(+21.51K)
2025-Q1: 755.1K shares2025-Q2: 775.4K shares2025-Q3: 778.6K shares2025-Q4: 758.8K shares2026-Q1: 780.3K shares
$115.61(+79.48%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
7.71%3.61M$89.4M
-0.34%(-12.26K)
2025-Q1: 3.64M shares2025-Q2: 3.66M shares2025-Q3: 3.66M shares2025-Q4: 3.63M shares2026-Q1: 3.61M shares
$16.42(+62.29%)
2026-03-31
IEI
ISHARES TR
6.29%615.7K$73.0M
+3.01%(+17.99K)
2025-Q1: 559.9K shares2025-Q2: 574.7K shares2025-Q3: 602.5K shares2025-Q4: 597.7K shares2026-Q1: 615.7K shares
$125.54(-6.25%)
2026-03-31
OEF
ISHARES TR
6.08%221.7K$70.5M
+5.15%(+10.87K)
2025-Q1: 194.8K shares2025-Q2: 209.6K shares2025-Q3: 213.6K shares2025-Q4: 210.8K shares2026-Q1: 221.7K shares
$233.82(+53.15%)
2026-03-31
DGRW
WISDOMTREE TR
5.43%717.0K$63.0M
+1.88%(+13.26K)
2025-Q1: 687.0K shares2025-Q2: 698.8K shares2025-Q3: 699.8K shares2025-Q4: 703.8K shares2026-Q1: 717.0K shares
$66.57(+41.18%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
3.9%1.80M$45.3M
-0.14%(-2.48K)
2025-Q1: 1.86M shares2025-Q2: 1.86M shares2025-Q3: 1.84M shares2025-Q4: 1.81M shares2026-Q1: 1.80M shares
$12.53(+123.02%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.47%61.8K$40.3M
-0.87%(-541)
2025-Q1: 66.4K shares2025-Q2: 66.3K shares2025-Q3: 65.3K shares2025-Q4: 62.4K shares2026-Q1: 61.8K shares
$175.08(+313.40%)
2026-03-31
JCPB
J P MORGAN EXCHANGE TRADED F
3.37%830.8K$39.1M
+16.58%(+118.18K)
2025-Q1: 0 shares2025-Q2: 518.0K shares2025-Q3: 659.3K shares2025-Q4: 712.6K shares2026-Q1: 830.8K shares
$47.13(-0.73%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
3.24%1.91M$37.6M
+5.32%(+96.67K)
2025-Q1: 1.59M shares2025-Q2: 1.68M shares2025-Q3: 1.77M shares2025-Q4: 1.82M shares2026-Q1: 1.91M shares
$19.52(+0.64%)
2026-03-31
GLDM
WORLD GOLD TR
3.15%394.9K$36.6M
-6.64%(-28.09K)
2025-Q1: 464.8K shares2025-Q2: 448.8K shares2025-Q3: 437.9K shares2025-Q4: 423.0K shares2026-Q1: 394.9K shares
$37.27(+141.85%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Sns Financial Group, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all